Families often complain about the challenge of getting siblings and cousins more engaged in business and family activities. There is a great divide between the “make it happen” people and the “watch it happen” people in the family, and a risk of burnout for the family members who are providing the leadership. Hea...
Despite the continuing concern over job creation, researchers around the globe identify a lack of available skilled talent as a continuing drag on performance. Inherent in this issue are three profound questions: How do you achieve a successful combination of culture and talent to allow ideas to thrive within the context of the family and family of...
This seminar supports members engaged in direct investments and family-owned funds. The programs offers perspective on the motivations and best practices of families involved in direct investing. The FDX partners will introduce the FDX online deal platform which can be used to access deals sponsored by other families. Members in th...
Families often complain about the challenge of getting siblings and cousins more engaged in business and family activities. There is a great divide between the “make it happen” people and the “watch it happen” people in the family, and a risk of burnout for the family members who are providing the leadership. Hea...
Families often complain about the challenge of getting siblings and cousins more engaged in business and family activities. There is a great divide between the “make it happen” people and the “watch it happen” people in the family, and a risk of burnout for the family members who are providing the leadership. Hea...
Our daily life, economic vitality, and family security depend on a stable, safe, and resilient cyberspace. As we all become more reliant on modern technology, we also become more vulnerable to cyber attacks such as corporate security breaches, spear phishing and social media fraud. These threats will be addressed and solutions provided in this sess...
Social engineering is the term security experts use to describe fraud campaigns that target human rather than technology elements. This brand of fraud has grown increasingly pervasive in recent years. In fact, with technology-based security programs becoming more sophisticated, more criminals are turning to social engineering. Tristate President Ch...
Throughout the United States and across the world today, high-net worth executives and individuals are confronting new levels of risk – from the continuity of their operations and the protection of their assets to the safety of their most valuable resource, their people. This personal security expert addresses the risks families face and outl...
When disaster interrupts your place of business, what contingency plans do you have in place to continue operations? HUB International Vice President and Senior Risk Consultant Mike Dubose outlined how to develop a business continuity plan that will minimize negative impacts to your family office, drawing on the example of family offices impacted b...
Family and multi-family office executives often ask us for human resources best practices. Our panel of family office human resources professionals will share their perspectives on lessons learned, best practices adopted and legal parameters to be considered in managing employee relationships and the human resource function in the office.
Peer Dialogue by TopicChoose a topic you are interested in to take a deeper dive with small group discussion: Group #1 – Technology –in St. Clair 1-2Subject matter expert: Craig Cook, Oakbrook Solutions & Mark Rogozinski, RockITFOX facilitators: Michael Sallas, Amy Hart Clyne, Jo Wellman, Mariann Mihailidis, Alexandre Monnier & Marv Po...
Family offices and multi-family offices still grappling with Dodd-Frank are now faced with changes in gift and estate tax, personal income tax and business taxes from The American Taxpayer Relief Act of 2012. In this session Thomas Abendroth and Robert Pluth Jr. of Schiff Hardinbrings provided insights into the implications of these changes and how...
What are the latest political and legislative developments and what do families need to be aware of post election? Jeff Cook of the Policy and Taxation Group discussed coming tax and estate planning legislative changes on Capitol Hill and what they they need to know to be prepared for 2013 and beyond. Key takeaways include: Ame...
Executive Peer Dialogue Group #1 – Small Offices –in St. Clair 1 FOX facilitators: Jo Wellman, Mariann Mihailidis & Sandra Ditore Group #2 – Medium Offices –in St. Clair 2FOX facilitators: Heather Asher & Michael Sallas Group #3 – Large Offices –in St. Clair 3FOX facilitators: Ruth Easterling & Karen Neal Group ...